Saving a Visual Query

You can save a Visual Query so that you can run it on multiple occasions without repeatedly specifying the same search structure and conditions. You can also arrange for a saved Visual Query to run automatically and alert you when its results change from one run to the next.

About this task

When you are creating or editing a Visual Query, you can save it with a name and a description that help you to find and run it again. The Visual Query window contains a list of all the available queries, and provides features for managing them.

When you enable alerts for a saved Visual Query, i2 Analyze monitors the query results to detect changes. If the query finds more records than it did when you activated the setting, or some records no longer match the query, Analyst's Notebook displays an alert. To view alerts and the records that caused them, click the View alerts button in the Analyst's Notebook title bar.

Procedure

To save a new query, or to save an open query with a new name:
  • On the same page as the Query structure pane, click Save as.
    The Query details window appears.
  • Enter a name and a description for the new Visual Query.
  • If you want this query to generate alerts, select the check box.
    You can change your decision later through the Alerts setting on the Saved queries tab.
  • Click Save.
To save changes to a query that you opened from the list:
  • On the same page as the Query structure pane, click Save.
    Analyst's Notebook updates the saved Visual Query.

Results

Any Visual Query that you save is added or updated in the Saved queries list, and becomes available for you to use whenever you log in to the connected i2 Analyze server. If you also enabled alerts, and data that matches the query changes, then alerts appear in the Alerts list.

To filter alert results, select a category such as Person, or use text search terms. Type your text into the input field and hit enter. If the text is found in the search results, it is highlighted. Click X on the input field to clear the text, or overtype the text with a new search term.